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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,361 | $167,362-75.3% | $143,799-71.2% | $134,532-69.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.18% | 0.47%-17.7pp | -0.04%-17.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $7,796 | $5,620+38.7% | $4,952+57.4% | $4,741+64.4% |
| Participant deferral / active EE | $6,037 | $6,447-6.4% | $5,638+7.1% | $6,401-5.7% |
| Admin fee / account holder | $495 | $18,094-97.3% | $14,677-96.6% | $11,429-95.7% |